Published on 24 Oct 06
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
Topics covered in this paper include:
- post Budget 2006 contribution strategies to 1 July 2007
- use of multiple entities
- non-associated employers
- 10% substantially self-employed
- TD 2005/29 - Ryan’s Case
- CGT rollover
- redundancy, early retirement and golden handshakes
- contribution strategies post 1 July 2007.
Patrick is a Director in the Private Investor Division at Grange. He is a specialist financial planner and acknowledged industry expert in the areas of complex planning. His focus is in planning for high net worth clients and working with self managed superannuation funds. Prior to joining Grange, Patrick was Managing Director of a prominent Perth financial planning practice and is a former Assistant Director in the Department of Social Security. Patrick hold a First Class Honours Degree in Arts, a MBA and is a Certified Financial Planner.
- Current at
27 March 2007
Jemma is a Director at Cooper Partners Financial Services, heading up their SMSF specialist services. Jemma provides strategic advice on SMSFs, estate planning and wealth management to clients, as well as technical support to accounting, legal and financial planning groups. Jemma has over 17 years experience in developing complex strategies for high net worth clients. Jemma is a regular presenter on superannuation and SMSFs for The Tax Institute and other professional bodies across Australia. Jemma is the author of the popular SMSF Guide published by The Tax Institute, currently in its 8th edition, and is the author and convenor of The Tax Institute’s Graduate Diploma of Applied Tax Law Advanced Superannuation unit. Jemma was recently named as SMSF Adviser of the Year at the 2017 National Women in Finance awards.
- Current at
08 January 2018